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GENERATING REPORTS OR CUSTOMER SALES SUMMARY

  1. Go to side menu and select reports
  2. Then click on sales on the expanded submenu
  3. Click on the type of report you would like to generate
  4. Then select how long of a period you would like to generate a report for.
  5. The list gets generated as you click at the bottom
  6. To filter out a company/client name, use the search right above the table list and select generate to generate a pdf/excel/print

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